← 栏目首页 | 数据源:SEC Form ADV Part 1(FOIA 全量数据包)· 该机构最新一次申报(12/10/2024)
STRATEGIC ADVISERS LLC · 所有者与执行高管(CRD 104555)
机构事实页:STRATEGIC ADVISERS LLC 事实页 → | 官方原文:IAPD firm-summary/104555
Schedule A · 直接所有者(10 条)
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| GRYGLEWICZ, JAMES, DAVID | 个人 | COMPLIANCE OFFICER | — | NA |
| ENYEART, PETER, BRIAN | 个人 | PRESIDENT, DIRECTOR | 是 | NA |
| FIDELITY ADVISORY HOLDINGS LLC | 境内实体 | MEMBER | 是 | E |
| RIMMER, CHRISTOPHER, JOHN | 个人 | HEAD OF ASSET MANAGEMENT FINANCE, TREASURER | 是 | NA |
| STONE, JOHN, ANDREW | 个人 | CHIEF INVESTMENT OFFICER | 是 | NA |
| BROWN, STEPHANIE, JEAN | 个人 | CHIEF COMPLIANCE OFFICER | 是 | NA |
| COMPSON, RICHARD, GRAY | 个人 | DIRECTOR | 是 | NA |
| PENA, CATHERINE, LOUISE | 个人 | CHIEF INVESTMENT OFFICER | 是 | NA |
| GRENIER, BART, ALEXANDER | 个人 | DIRECTOR | 是 | NA |
| DOGAN, KERI, S | 个人 | CHIEF OPERATING OFFICER | 是 | NA |
Schedule B · 执行高管(6 条)
| 名称 | 职务 | 控制人 |
|---|---|---|
| JOHNSON IV, EDWARD, CROSBY | ELECTED MANAGER | 是 |
| JOHNSON, ABIGAIL, PIERREPONT | ELECTED MANAGER | 是 |
| WILENS, MICHAEL, ENGBER | ELECTED MANAGER | 是 |
| MCGRAW, GERARD, JOHN | ELECTED MANAGER | 是 |
| FMR LLC | MEMBER | 是 |
| NEFF, STEPHEN, CHARLES | ELECTED MANAGER | 是 |
口径:Form ADV 为投资顾问向 SEC/IARD 的申报,所有者与高管为机构自报;本库取该机构在数据区间内的最新一次申报快照(官方数据包截至 2024-12-31),此后的人事变化不在本页反映。持股方式为 ADV 原始代码。
